|
1
|
|
$96.8M
|
+$278
|
+11
|
+0%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$26M
|
+$879K
|
+34,778
|
+3%
|
|
|
3
|
Spinnaker Trust
Portland,
Maine
|
$9.6M
|
+$442K
|
+17,485
|
+5%
|
|
|
4
|
Highland Private Wealth Management
Bellevue,
Washington
|
$8.6M
|
+$8.67M
|
+343,095
|
New
|
|
|
5
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$3.5M
|
+$406K
|
+16,086
|
+13%
|
|
|
6
|
Level Four Advisory Services
Dallas,
Texas
|
$3.11M
|
+$298K
|
+11,782
|
+10%
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.83M
|
–
|
–
|
–
|
|
|
8
|
|
$2.16M
|
+$93.2K
|
+3,690
|
+4%
|
|
|
9
|
Appleton Partners
Boston,
Massachusetts
|
$1.67M
|
+$107K
|
+4,225
|
+7%
|
|
|
10
|
First Allied Advisory Services
San Diego,
California
|
$1.11M
|
+$1.12M
|
+44,278
|
New
|
|
|
11
|
Accuvest Global Advisors
Provo,
Utah
|
$1.07M
|
+$1.08M
|
+42,737
|
New
|
|
|
12
|
Premise Capital
Naperville,
Illinois
|
$949K
|
-$20.9K
|
-827
|
-2%
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$889K
|
+$795K
|
+31,443
|
+779%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$850K
|
+$25.6K
|
+1,014
|
+3%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$648K
|
+$654K
|
+25,878
|
New
|
|
|
16
|
|
$261K
|
-$220K
|
-8,707
|
-46%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$261K
|
-$42.1K
|
-1,667
|
-14%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$186K
|
+$115K
|
+4,553
|
+159%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$72K
|
+$50.1K
|
+1,982
|
+218%
|
|
|
20
|
CX Institutional
Auburn,
Indiana
|
$53K
|
+$53K
|
+2,097
|
New
|
|
|
21
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$50K
|
–
|
–
|
–
|
|
|
22
|
Strategic Wealth Partners
Independence,
Ohio
|
$26K
|
+$26.4K
|
+1,046
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
+$2.78K
|
+110
|
New
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
25
|
|
–
|
-$1.04M
|
-40,926
|
Closed
|
|
